See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,907 | $167,484+197.9% | $151,611+229.1% | $134,475+271.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.36% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $19,977 | $6,829+192.5% | $6,166+224.0% | $4,740+321.5% |
| Participant deferral / active EE | $7,217 | $8,986-19.7% | $8,363-13.7% | $6,400+12.8% |
| Admin fee / account holder | $10,186 | $13,783-26.1% | $11,616-12.3% | $11,426-10.8% |